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Schwab Short-Term US Treasury ETF

345 hedge funds and large institutions have $3.33B invested in Schwab Short-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+5
Holders Change %
+1.47%
% of All Funds
7.5%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.11%
New
42
Increased
165
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KM
226
Kalos Management
Georgia
$437K +$437K +17,318 New
SSWM
227
Smith Salley Wealth Management
North Carolina
$429K +$429K +16,970 New
SGCA
228
Steel Grove Capital Advisors
Tennessee
$428K
HI
229
Hudock Inc
Pennsylvania
$420K -$46.3K -1,834 -10%
JC
230
Jentner Corp
Ohio
$419K +$11K +436 +3%
GRP
231
Global Retirement Partners
California
$416K +$2.53K +100 +0.6%
PFA
232
Pure Financial Advisors
California
$414K +$26.3K +1,038 +7%
PAG
233
Private Advisor Group
New Jersey
$407K -$1.64M -64,636 -80%
JCM
234
Jacobsen Capital Management
Utah
$396K +$396K +15,680 New
CWP
235
Capital Wealth Planning
Florida
$390K +$137K +5,402 +54%
CA
236
Callahan Advisors
Texas
$386K -$66K -2,612 -15%
VNA
237
Valley National Advisers
Pennsylvania
$383K -$51 -2 -0%
TWP
238
Total Wealth Planning
Ohio
$369K -$7.6K -300 -2%
CF
239
Centaurus Financial
California
$360K +$342K +13,530 +1,895%
PIM
240
Penobscot Investment Management
Massachusetts
$354K +$354K +14,000 New
CCA
241
Cobblestone Capital Advisors
New York
$351K +$89.6K +3,540 +34%
S
242
SignatureFD
Georgia
$344K +$344K +13,600 New
AWA
243
Alaska Wealth Advisors
Alaska
$341K
AP
244
Appleton Partners
Massachusetts
$339K +$339K +13,400 New
ACA
245
Aptus Capital Advisors
Alabama
$329K -$710K -28,088 -68%
SFWA
246
Summit Financial Wealth Advisors
Louisiana
$328K +$2.53K +100 +0.8%
RJT
247
Raymond James Trust
Florida
$322K +$322K +12,718 New
FWP
248
FAS Wealth Partners
Kansas
$314K -$68.9K -2,728 -18%
CFA
249
Carroll Financial Associates
North Carolina
$305K +$15.1K +598 +5%
AA
250
Advisory Alpha
Michigan
$301K +$8.91K +352 +3%